> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qoder.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Case 1: Annual Report Auto-Generation

## Scenario

Sarah is Director of Operations at a 300-person tech company. Every year-end she pulls together annual reports from R\&D, Marketing, Sales, HR, Finance, and five other departments, reviews three years of company reports for context, and compiles everything into a single board-ready summary. Her desktop fills with 50+ Word and PDF files. Her old workflow: open each file, copy-paste sections, tweak wording and formatting. Two full days, minimum.

This year she tried QoderWork.

## File Prep

Sarah created a folder `2024-Annual-Report-Source` on her desktop and dropped in all materials:

```plaintext theme={null}
Desktop/2024-Annual-Report-Source/
├── 2022-Annual-Report.docx
├── 2023-Annual-Report.docx (template)
├── R&D-2024-Year-End.docx
├── Marketing-2024-Year-End.docx
├── Sales-2024-Year-End.docx
├── HR-2024-Year-End.docx
├── Finance-2024-Year-End.docx
├── Customer-Success-2024-Year-End.docx
├── Product-2024-Year-End.docx
├── Operations-2024-Year-End.docx
├── 2024-Financial-Summary.pdf
└── 2024-KPI-Dashboard.xlsx
```

<Steps>
  <Step title="Select your folder">
    In QoderWork, create a task, click **Work in a Folder** below the chat, and select `2024-Annual-Report-Source`.
  </Step>

  <Step title="Enter your prompt">
    In the chat, enter:

    ```plaintext theme={null}
    Read all documents in this folder and complete the following:
    1. Use "2023-Annual-Report.docx" as the format template
    2. Extract key achievements, metrics, and highlights from each department's 2024 year-end report
    3. Add core business numbers from the financial summary and KPI dashboard
    4. Match the writing style and structure of past annual reports
    5. Produce a 2024 annual report with: company overview, business unit progress, team and org development, next-year outlook
    6. Preserve the template's formatting and layout
    Output as a Word document
    ```
  </Step>
</Steps>

## What QoderWork Did

QoderWork read all 50+ documents, identified the template structure, pulled key data and highlights from eight departments, combined them with financial and KPI data, and produced a full annual report in about 6 minutes. Sarah only needed light edits before submitting the draft the same day.

## Ongoing Use

Next year, she drops the new department reports into the same folder and tells QoderWork: "The 2025 department materials are in. Use last year's format and generate the 2025 annual report." The more historical data in the folder, the better the report reflects continuity and trends.

## Key Metrics

| Metric     | Result                        |
| ---------- | ----------------------------- |
| Time saved | From 2 days to 6 minutes      |
| Accuracy   | 100% retention of key metrics |
| Format     | Auto-matched to template      |

<Check>
  User quote: "What used to take hours, done in 6 minutes."
</Check>

## Pro Tips

Two things made this work: **organized folders** and **clear prompt structure**.

Sarah kept 50+ files in one folder with consistent naming (department-year-type). QoderWork could read the full context in one pass. The prompt did three things: (1) named the template file so output format was clear, (2) listed all data sources to avoid gaps, and (3) defined the output structure so the report had a clear skeleton.

**The folder is your "raw materials"; the prompt is your "blueprint." Together they let QoderWork deliver in one shot.**